QuickBooks Q&amp;A (UK)

How do I track an invoice ? I need to know its been read by the client ..

No text available

101

T

1 year ago

J

jimmers.inbox

How to record dividend payments in QBO. Using the default COA it records them as an expense

I paid myself a dividend and noticed that it comes out as an expense, this doesn't seem right. Can someone explain how to record this prperly in QBO. UK Limited company, single director/shareholder. Thanks Jim

831

Sales by Product / Service Summary not working in modern view on one account but working in another account. Does anyone else have this problem?

Sales by product / service summary does not work in modern view but will work if you switch to classic view. This only happens with one user (we have three; one for the accountant, one for company admin & one standard user. It works in the company admin mode, but not in the standard user mode. Anyone have any ideas why this might be please? I have spoke with Ricardo at Quickbooks but that was a week ago, and I have heard nothing since. We use it to create a list of products for each day, so it is something that we can't do without. I am concerned that when / if the option to switch to classic view is removed, we are stuck! Help please.

61

Hi,i cant seem to link paid invoices to bank account to record payment. nothings shows up in transaction to link. any ideas why this is?or how to sort it?

No text available

41

I'm a plumber already using an app to generate invoices. How do I upload these in a simple fashion much like the quick snap receipt function?

No text available

81

HiDoes anyone know if the Quickbooks 'simply start' plan automatically allocate invoices to bank transactions when they have been paid?Cheers Chris

No text available

91

I have got a chase current account on the app , which one do you choose on the list

No text available

71

how do i create my own categories for transactions

I would like to customise my categories for transactions is there a way I can do this

91

unable to contact to my bank account

Invoice

When I make an invoice to just one of my clients Its automatically saying thst is paid Even though I haven't sent to her! 

31

I go into quickbook to contact to my bank account, enter the bank & then when it goes into the bank app it doesn't go any further, is it the bank or quickbooks?

61

asked in Do More with QuickBooks

Why aren't sales orders important to Quickbooks?

The implementation of Sales Orders in QuickBooks Online is utterly inadequate. The lack of custom fields, the inability to create packing lists, and the failure to convert estimates into sales orders are all unacceptable. It's mind-boggling that this essential feature has been removed from the online version. This should be addressed immediately, but I am confident it will not be. 

387

I had an email saying my free trial is ending next week and i havent used you service but i signed up on ios with i do not have access to anymore for me to cancel

No text available

111

I'm no longer able to match a USD payment to open GBP bills for one vendor. It worked until last month, but now no bills appear during matching. Other vendors work fine ?

'm unable to match a USD payment to open GBP bills for one specific vendor in the bank transactions section. This used to work until last month, but now no bills appear when I try to match. The bills are open and correctly entered in GBP, and the payment is correctly recorded in USD. This issue seems limited to one vendor—others work fine.

221

Is anyone else struggling to make invoices on the app since the update?

No text available

61

I want to mark my invoice as paid. Via bank but without connecting my account

No text available

561

asked in Reports and Accounting

How do I edit the names of bank accounts so as to differentiate between them?

No text available

61

Can invoices be transferred from one system to another without recording a sale twice in the organisation? Brought forward closing balances alone are not as informative.

New chart of accounts set up part way through the finacnial year. Sales already recorded in "old" system. If invoices (minus credits and payments) are imported to the "new" system, how can this be done without recording the same sale twice, even if the item is recorded simply as "Sales"? Is there something in the importing part that I have missed? The closing balance could become the opening balance for each customer (ie without importing invoices), but this means setting payments against a lump sum rather than against individual invoices. Thanks in advance for your advice.

111

It appears I'm unable to print my monthly statement, nothing appears on screen now, this has been happening since June 25, can anyone assist?.

It appears I'm unable to print my monthly statements, nothing appears on screen now, somethings changed, this has been happening since June 25. Clicking on the 3 dots to open a PDF brings up a blank screen, can anyone assist?.

121

asked in Employees and Payroll

How do I adjust the pay date to an existing employee without deleting that employee and starting from scratch (seems a bit backward)

No text available

311

Mm vat mtd connection has lapsed and I can't re-connect, getting not authorised message?

No text available

51

S

1 year ago

F

fluteteacher-missreed

The app on my phone will not work, it says 'Couldn't sign in. This account doesn't include access to Quickbooks Online'. Since when, please. I haven't been notified?

Anyone else can no longer use the app, making the service mostly useless?

201

J

1 year ago

M

menaber-eyassuNew Member

asked in Employees and Payroll

HelloI'm having issues running payroll, and it comes up with this message:2 employee profiles need your attention before you can pay themAny idea?

No text available

51

Looking for some help with receipt snap? Adding expenses but doesn’t seem to be showing on my dash board?

No text available

121

Submitting a first vat return

HI I have just finished my first VAT qtr in quick books and preparing my first VAT return.I have transactions before I registered for VAT that I want to include.I have all the transactions recorded with the correct VAT rates and the correct balance is showing inthe VAT control account.However when I go to do my return it will only do a 3 month period and include transactions from that period.I can not adjust the period I want to claim for.The suggestion is to do adjustments, but when I try to do this it affects the control account as it asks for something to adjust against. but the transactions are are already there and it causes issues.Can anyone please tell me how to claim the past VAT. Thanks

01